Patton Albertson & Miller Email Format

Financial ServicesTennessee, United States11-50 Employees

Patton Albertson & Miller is a fee-only registered investment advisor that provides comprehensive wealth management services to high net worth clients across the United States. The firm focuses on five areas of service—Investment Management, Estate Planning, Tax Planning, Cash Flow Management, and Risk Management—and also offers trust and fiduciary support through a sister company, Provident Trust Company, which operates as a representative office of National Advisors Trust Company. Targeting individuals and families with at least $1 million to invest, the firm aims to help clients protect wealth from investment risk and other threats to financial security and legacy. Based in Chattanooga, Tennessee, with additional operations in Georgia and serving clients nationwide, Patton Albertson & Miller positions itself within the financial services industry as a wealth management firm that coordinates investment and advisory services across multiple disciplines. The company has a presence in the southeastern United States and beyond, reflecting an expansion through a merger with Anthony Smith Advisors in 2019.

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